Broadcom: AI Visibility Has Compounded; The Multiple Has Not
Broadcom is projecting over $100 billion in AI chip revenue by FY27, supported by a substantial backlog. VMware has transitioned into a stable cash generator, contributing significantly to the company's earnings. However, Broadcom's custom silicon advantage is under pressure from multi-sourcing challenges.
- ▪Broadcom is guiding for more than $100 billion in AI chip revenue in FY27.
- ▪The company has a disclosed backlog of $73 billion.
- ▪VMware now operates as a high-margin cash generator with over $30 billion in software annuity.
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